MorganAsh

Video script

It’s a long time since you started working – and your employer began squirrelling away money for your pension.

And, as your pension has grown, times have changed. The world’s changed. You’ve changed too.

To better manage our pensions – not just for you, but for all of our customers – we need to understand these changes.

So, we want to ask for your help.

We’d like to ask you a few questions: about you, your health and how things have changed for you. We do this using a simple questionnaire and interviews over the phone.

We’re not trying to sell you anything. We’d just like to chat to you. In fact, the interviews are undertaken by a trained nurse, working for an independent research company.

We just want to build a clearer picture of our customers’ lives. Because the more we know, the better we can make our pensions.

Our questions are simple, and easy to answer – designed to gather up-to-date information about people’s health and lifestyle.

Any medical information remains confidential – the researchers don’t share this, even with your pension company or its trustees.

And your involvement doesn’t affect your own pension in any way. But it will help us to provide the best service for all of our customers.

We don’t need much of your time – but we do value your involvement.

Help us to provide for a better future, for you and those you worked with.

Our clients say:

We used medical underwriting to improve the valuation of our liabilities. The outcome showed a reduction in liability due to mortality of some £5m compared to the scheme actuary’s assumptions for this £40m scheme. MorganAsh carried out this delicate work with sensitivity and efficiency and the weekly progress reporting was excellent too. The payback on the investment in this project is tremendous.

Howard Jones, director of Howie Group Limited and trustee of the Howie Group Limited staff retirement benefits plan.